Portfolio Manager, Wealth Manager
T 418-228-0579
Languages: French, English
Mr. Paré is an investment manager who also offers financial planning services.
Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.
EXPERTS DRIVEN BY EXCELLENCE
You deserve the peace of mind that comes with getting sound advice. Our team do more than just provide investment advice. We combine portfolio management with financial and tax planning strategies to help you grow your assets.
We want to be a trusted portfolio management partner our clients can count on to listen to their needs. Thanks to an integrated wealth management approach, we help our clients set up a well-defined structure and plan so they can achieve their financial goals.
We offer exceptional plan monitoring and advisory services for you and your family. We also develop personalized strategies to grow and protect your assets, so you can enjoy peace of mind.
We’re convinced that to be a successful investor, you need to have a rigorous management process in place so there’s no need to improvise or let your emotions guide you when making decisions. That’s why we make a point of getting to know each of our clients really well, so we can make sure their portfolio allocation matches their investor profile.
We firmly believe that the best way to achieve higher returns over the long run is to avoid significant losses. We invest in large caps with a stable and predictable direction, a clear strategy and a solid track record when it comes to performance.
Thanks to our solid financial planning and investment management expertise, we’re able to assess your personal situation and provide you with advice that’s in line with your goals.
We’re also known for being there for our clients and building lasting relationships with them.
We’re here to help you with your financial decisions. You can count on us to help you succeed!
Moreau Bergeron Paré Group ensures the highest standards of confidentiality, integrity and professionalism.
We’ve adopted a multidisciplinary approach that allows us to work with various specialists from our professional network. We’re also willing to work with the experts you’ve chosen and trust.
You can count on our extensive financial planning expertise to help you manage your assets and apply multidisciplinary strategies:
Our experts can help with some or all of your financial planning needs.
In partnership with Desjardins Insurance, we’re able to assess your life, disability, critical illness and income protection insurance needs (e.g., partnership insurance for entrepreneurs).
Along with our specialists, we can help keep your tax impacts to a minimum.
We work with professionals to analyze your will and power of attorney needs.
With help from our specialists, we can provide you with business transfer advice and support. Our analysis covers: your company’s balance sheet, a vision for the future, the optimization of the value of your business, transfer scenarios, the financing of your project, business continuity and retirement.
In partnership with the Desjardins caisses, we offer financing for individuals and businesses, as well as various savings products, banking transactions and credit cards.
Portfolio Manager, Wealth Manager
T 418-228-6499
Languages: French, English
Mr. Moreau is a Wealth Manager with extensive knowledge of financial products and a comprehensive view of the markets.
Wealth Manager
T 418-227-6075
Languages: French, English
Mr. Bergeron is an investment manager who also offers financial planning services.
Financial Planner
T 418-335-2300
Languages: French, English
Investment Advisor
T 418-228-9198 ext. 5021637
Languages: French, English
Philippe is passionate about business and finance. He brings a new perspective to the team and is always on the lookout for the best investment opportunities for our clients. He plans to become a portfolio manager in the next few years.
Wealth Management Assistant
T 418-228-6998
Languages: French
Ms. Letrésor delivers exceptional customer service with integrity, dedication and enthusiasm.
Wealth Management Associate
T 418-228-6998 ext. 5021300
Languages: French
Alexandra has a lot of knowledge and is a valuable asset for our clients and wealth managers. She's friendly and outgoing, and she works diligently to provide service that meets expectations.
Wealth Management Assistant
T 418-228-6998 ext. 5112069
Languages: French
Alexandra joined Desjardins in 2020. Known for her calm and diligent approach, she continues to learn more about the financial sector and ensure that we provide outstanding service to our clients.
Business Transfer Coach
Languages: French, English
Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.
By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.
Notary
Languages: French
Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management. She is presently enrolled in a graduate program in taxation that she will complete in 2024. Having worked in finance for several years, she has developed a passion for estate planning. This passion has led her to share her knowledge of the administration of the property of others as a lecturer in the master's program in notarial law at Université Laval. Efficiency and adaptability are some of her key qualities.
Financial Security Advisor
Languages: French
Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.
Senior Tax Advisor
Languages: French
Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.
As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.
10555, boul. Lacroix
4th floor
Saint-Georges de Beauce (Québec)
G5Y 1K2
418-228-6998 Toll-free : 1-888-810-6998Fax : 418-228-6899
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